See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $83,882 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,862 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,143 | $66,457+82.3% | $81,382+48.9% | $77,643+56.0% |
| Participation rate | 93.8% | 68.7%+25.0pp | 69.5%+24.3pp | 70.6%+23.2pp |
| Annual return | 10.19% | 15.93%-5.7pp | 24.73%-14.5pp | 31.24%-21.1pp |
| Employer contribution / active EE | $819 | $2,159-62.1% | $2,463-66.7% | $2,726-70.0% |
| Participant deferral / active EE | $5,460 | $3,679+48.4% | $3,883+40.6% | $4,647+17.5% |
| Admin fee / account holder | $503 | $583-13.7% | $5,768-91.3% | $430+16.8% |